Applied Industrial Technologies Inc
AIT- Exchange
- NYSE
- Industry
- Wholesale-Machinery, Equipment & Supplies
- SEC CIK
- 0000109563
In the last 90 days, Applied Industrial Technologies Inc insiders filed 0 open-market purchases and 2 sales; 623 institutions reported holding it in 13F filings for Q2 2026, worth $11.9B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Applied Industrial Technologies Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 249
- −3 vs. Q3 2021
- Shares held
- 35.7M
- +145.5K (+0.4%) vs. Q3 2021
- Total value
- $3.67B
- +$461.1M (+14.4%) vs. Q3 2021
- New holders
- 29
- 73 more added
- Sold out
- 32
- 90 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AIT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 623 | $11.9B |
| Q1 2026 | 586 | $9.29B |
| Q4 2025 | 568 | $9.02B |
| Q3 2025 | 555 | $9.12B |
| Q2 2025 | 540 | $8.34B |
| Q1 2025 | 511 | $8.24B |
| Q4 2024 | 498 | $8.62B |
| Q3 2024 | 451 | $8.01B |
| Q2 2024 | 428 | $6.97B |
| Q1 2024 | 422 | $7.11B |
| Q4 2023 | 388 | $6.27B |
| Q3 2023 | 381 | $5.62B |
| Q2 2023 | 354 | $5.23B |
| Q1 2023 | 350 | $5.15B |
| Q4 2022 | 335 | $4.51B |
| Q3 2022 | 295 | $3.69B |
| Q2 2022 | 284 | $3.45B |
| Q1 2022 | 269 | $3.68B |
| Q4 2021 | 249 | $3.67B |
| Q3 2021 | 254 | $3.21B |
| Q2 2021 | 244 | $3.23B |
| Q1 2021 | 241 | $3.27B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Applied Industrial Technologies Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $1.00K | 0.00% | +2+22.2% | Added |
| Retirement Group, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 12 | $1.00K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Concord Wealth Partners | 11 | $1.00K | 0.00% | +11 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| Tyler-Stone Wealth Management | 7 | $1.00K | 0.00% | +7 | New |
| Sofos Investments, Inc. | 103 | $2.00K | 0.00% | +103 | Added |
| Signaturefd, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Covestor Ltd | 18 | $2.00K | 0.00% | +18 | New |
| Aua Capital Management, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 33 | $3.39K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 41 | $4.00K | 0.00% | −14−25.5% | Reduced |
| Massmutual Trust Co FSB | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 98 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 103 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 134 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 145 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 152 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 155 | $16.0K | 0.00% | +155 | New |
| Patriot Financial Group Insurance Agency, LLC | 163 | $17.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 170 | $17.0K | 0.01% | +170 | New |
| Simplex Trading, LLC | 200 | $20.0K | 0.00% | +101+102.0% | Added |
| EverSource Wealth Advisors, LLC | 191 | $20.0K | 0.01% | +191 | New |
| Quadrant Capital Group LLC | 219 | $22.0K | 0.00% | −9−3.9% | Reduced |
| Tradewinds Capital Management, LLC | 236 | $24.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 244 | $25.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 263 | $27.0K | 0.00% | −174−39.8% | Reduced |
| Smith Group Asset Management, LLC | 270 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 300 | $30.0K | 0.00% | +300 | New |
| Fortitude Advisory Group L.L.C. | 307 | $32.0K | 0.02% | +307 | New |
| CWM, LLC | 325 | $33.0K | 0.00% | +325 | New |
| Dark Forest Capital Management LP | 340 | $35.0K | 0.01% | −485−58.8% | Reduced |
| Ellevest, Inc. | 415 | $43.0K | 0.00% | −30−6.7% | Reduced |
| Versant Capital Management, Inc | 431 | $44.0K | 0.01% | −1−0.2% | Reduced |
| Harvest Fund Management Co., Ltd | 449 | $46.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 507 | $52.0K | 0.03% | +25+5.2% | Added |
| Rockefeller Capital Management L.P. | 509 | $52.0K | 0.00% | +141+38.3% | Added |
| Federated Hermes, Inc. | 646 | $66.0K | 0.00% | −817−55.8% | Reduced |
| Harbor Investment Advisory, LLC | 748 | $77.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 752 | $77.2K | 0.03% | +10+1.3% | Added |
| Gladius Capital Management LP | 859 | $89.0K | 0.03% | +859 | New |
| Point72 Hong Kong Ltd | 910 | $93.0K | 0.01% | +910 | New |
| Geneos Wealth Management Inc. | 1,008 | $103.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,135 | $117.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,219 | $125.0K | 0.00% | −6,300−83.8% | Reduced |
| Pinebridge Investments, L.P. | 1,400 | $144.0K | 0.00% | +1,400 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 1,469 | $151.0K | 0.00% | +162+12.4% | Added |
| UBS Group AG | 1,539 | $158.0K | 0.00% | +880+133.5% | Added |
| Natixis Investment Managers International | 1,842 | $189.0K | 0.01% | −1,087−37.1% | Reduced |
| Bank of Stockton | 2,000 | $205.0K | 0.06% | +2,000 | New |
| Navellier & Associates Inc | 2,026 | $208.0K | 0.03% | +2,026 | New |
| US Asset Management LLC | 2,060 | $212.0K | 0.20% | 00.0% | Unchanged |
| Retirement Capital Strategies | 2,077 | $213.0K | 0.08% | +2,077 | New |
| Origin Asset Management LLP | 2,118 | $217.0K | 0.05% | +2,118 | New |
| Cresset Asset Management, LLC | 2,195 | $226.0K | 0.00% | +2,195 | New |
| Regions Financial Corp | 2,263 | $232.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,273 | $233.0K | 0.00% | −672−22.8% | Reduced |
| First Midwest Bank Trust Division | 2,272 | $233.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 2,304 | $237.0K | 0.00% | +2,304 | New |
| Public Employees Retirement System of Ohio | 2,358 | $242.0K | 0.00% | −13−0.5% | Reduced |
| Ancora Advisors, LLC | 2,375 | $244.0K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,410 | $248.0K | 0.01% | −355−12.8% | Reduced |
| Pictet Asset Management SA | 2,484 | $255.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 2,506 | $257.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,750 | $282.0K | 0.00% | −13−0.5% | Reduced |
| Meritage Portfolio Management | 2,757 | $283.0K | 0.02% | +142+5.4% | Added |
| Algert Global LLC | 2,853 | $293.0K | 0.04% | −2,100−42.4% | Reduced |
| Mackenzie Financial Corp | 2,872 | $295.0K | 0.00% | −166−5.5% | Reduced |
| Ifrah Financial Services, Inc. | 2,923 | $300.0K | 0.08% | −38−1.3% | Reduced |
| CAPROCK Group, Inc. | 2,925 | $300.0K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,974 | $305.0K | 0.03% | −240−7.5% | Reduced |
| Brown Advisory Inc | 2,968 | $305.0K | 0.00% | +76+2.6% | Added |
| Ameritas Investment Partners, Inc. | 3,044 | $313.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,152 | $324.0K | 0.03% | −529−14.4% | Reduced |
| CIBC Asset Management Inc | 3,215 | $330.0K | 0.00% | +468+17.0% | Added |
| Innovative Portfolios LLC | 3,341 | $343.0K | 1.95% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 3,392 | $348.0K | 0.00% | −566−14.3% | Reduced |
| Zeke Capital Advisors, LLC | 3,436 | $353.0K | 0.02% | +29+0.9% | Added |
| Los Angeles Capital Management LLC | 3,558 | $365.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,550 | $365.0K | 0.01% | +450+14.5% | Added |
| AlphaCrest Capital Management LLC | 3,752 | $385.0K | 0.01% | −14,449−79.4% | Reduced |
| Acadian Asset Management LLC | 3,809 | $389.0K | 0.00% | +666+21.2% | Added |
| Henshaw Capital LLC | 3,817 | $392.0K | 0.02% | 00.0% | Unchanged |
| Delta Capital Management LLC | 4,105 | $422.0K | 0.24% | −180−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,203 | $430.0K | 0.00% | +319+8.2% | Added |
| Profund Advisors LLC | 4,199 | $431.0K | 0.01% | +16+0.4% | Added |
| Quantinno Capital Management LP | 4,276 | $439.0K | 0.08% | −2,998−41.2% | Reduced |
| Essex Investment Management Co LLC | 4,353 | $447.0K | 0.05% | −27−0.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 4,397 | $452.0K | 0.01% | −8,138−64.9% | Reduced |
| Commonwealth Equity Services, LLC | 4,420 | $453.0K | 0.00% | −371−7.7% | Reduced |
| IndexIQ Advisors LLC | 4,632 | $476.0K | 0.02% | −299−6.1% | Reduced |